How do I set up my sales objectives?

Whether you're a salesperson or a manager, you can track the progress of your sales objectives directly in your CRM, without having to juggle several tools. Everything you need is now just a click away to steer your success on a daily basis! 📊🎯

How do I set up sales objectives?

1. Go to the Objectives tab.
2. In this tab, you have several tables:
   Monthly/Annual Objectives: allows you to see the % of progress.
   Monthly objective reports: compare objectives with sales achieved
   Performance by user: a breakdown of performance by CRM user.
   
3. Click on Create Goals.
4. Select the user concerned.
5. Fill in the amounts in their schedule.
6. Click on Validate.
7. Your user's objectives have now been taken into account! 🚀

How do I export my objectives?

In the Performance by User table, you'll find an export button. Note that the export is a CSV in international format separated by commas.